IFG Advisory’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

IFG Advisory’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$47.9K	Buy	+1,896	New	+$48.1K	﹤0.01%	1321

Other funds holding IBMP

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

IFG Advisory's IBMP Position: Q3 2026 in Review

IFG Advisory opened a new position in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2026: 1,896 shares worth $47.9K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings.

127 funds tracked by Wall St. Rank hold IBMP as of Q3 2026.

IFG Advisory held 1,896 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $47.9K as of Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF was a new IFG Advisory position in Q3 2026.
iShares iBonds Dec 2027 Term Muni Bond ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1321 holding.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.